Bulk Transfer is useful when you need to transfer products that are unit-based from one office to another in large quantities. Bulk Transfer also works with On-Demand Offices and can fulfill On-Demand Bags.
How to use Bulk Transfer
To transfer your products in bulk, do the following:
1) You can access this tool by adding the /product/bulk_transfer to the end of your account's URL. For example: https://example.indicaonline.com/product/bulk_transfer.
2) On the opened page, click the Download Template button.
3) Save and open the "bulk_transfer_template.csv" file.
Specify the following information:
- Product ID
To find the Product ID, go to Inventory -> Product List, click on the desired product to open the Product Profile page. The URL will contain the Product ID.
- Package UID
For Metrc and Package Control products enter the UID or Batch ID.
For non-Metrc products leave this column empty.
- QTY to Office
Change "Office_name_1" to the name of the receiving office. Go to Config -> Offices & Storages, click on the desired office, and enter the name of the Office.
For example, the column will be named "QTY to Office: Calidev MAIL only.
Then specify the quantity of the product you want to transfer to this office. Enter the "QTY to Office: Office_name_2" to another column if you want to transfer the same product to another office. Repeat this process and change the number at the end of the string (QTY to Office: Office_name_3; QTY to Office: Office_name_4 etc.) to transfer the same product to multiple offices
If you do not want to transfer one of the products to one of the offices, enter 0 in the corresponding row below the particular Office column.
On-Demand Offices and Bags
You can also transfer products to On-Demand Offices with assigning and fulfilling On-Demand Bags at the same .CSV file.
Change "QTY to Office: On-Demand_Office_name_2" to the name of the receiving office, and "Bag Name: On-Demand_Bag_Name_2" to the name of the receiving bag.
PLEASE NOTE! Bulk Transfer functionality is compatible with the On-Demand model only if the following requirements are met:
— On-Demand Office does not have an assigned On-Demand Bag;
— On-Demand Bag is not assigned to any On-Demand Office or Storage;
— On-Demand Office does not have a Product Quantity (QTY = 0);
— Unassigned On-Demand Bag has Pending status (not Fulfilled or Passed);
4) In this particular example, Product with ID 13 will be bulk transferred to a regular Office_name_1 in the quantity of 10, and to a regular Office_name_2 in the quantity of 50. It would not be transferred to On-Demand Office and Bag.
Product with ID 16 will be transferred only to On-Demand_Office_name_3 and On-Demand_Bag_Name_3 in the quantity of 30. It would not be transferred to any of the regular offices.
And Product with ID 20 will be transferred to a regular Office_name_1 in the quantity of 20, and to On-Demand_Office_name_3 and On-Demand_Bag_Name_3 in the quantity of 50. It would not be transferred to a regular Office_name_2.
5) Once you specified all the desired information, save this file with a .csv extension.
Then, on the Bulk Transfer page, click the Select Office dropdown list to select the Source Office.
Click the Browse... button and upload the .csv file.
After the file was uploaded, click the Start Transfer button.
In the confirmation window, click the Confirm button.
6) Click the Downloads link to download the transfer report.
7) Find the correct report, click on the name to download and save it.
8) Open the report.
If the header of the report contains "All items were transferred successfully", and each item contains the "SUCCESS" value in the Transfer Status column, that means that the bulk transfer process was successfully completed.
If the header of the report contains "Some items weren't transferred successfully", that means that the bulk transfer process was not fully completed. Items that failed to transfer will contain the "FAILED" value in the Transfer Status column, and a short description with the exact cause of the problem that led to failure.
Full Inventory Transfer for On-Demand Offices and Storages
If you need to transfer full inventory to On-Demand Office or Storage, add /transfer at the end of your office's URL. It will look like indicaonline.com/office/yourofficenumber/transfer.
Then select the recipient office in the Destination Office dropdown list, and click the Start Transfer button.
All inventory will be transferred from the current office to the selected destination office and a record in the product history for all transferred products will be created. Also, current Bag will be unassigned from On-Demand Office or Storage, and Bag will get Pending status.
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